『Paladin Financial Talk』のカバーアート

Paladin Financial Talk

Paladin Financial Talk

著者： Jeffrey Foley Nikki Foley Eloisa Robison Matthew Bryant and Jeffery Quick
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. 経済学
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  • Episode 341: How Your Health Can Impact Your Wealth - With Nikki Foley

    Episode 341: How Your Health Can Impact Your Wealth - With Nikki Foley
    2026/08/29
    What if one of the biggest risks to your financial future isn’t the market, taxes, or your investments—but your health? In this episode of Paladin Financial Talk, Host Nikki Foley switches chairs with Investment Advisor Representative Ellie Robison to explain why healthcare planning is a key component of financial planning. Whether you’re approaching retirement, navigating Medicare, or simply planning for the future, this episode is an important reminder that building wealth is only part of the equation—you also need the health to enjoy it.
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    1分未満
  • Episode 340: 150 Days to Protect Your Legacy - With Jeff Foley

    Episode 340: 150 Days to Protect Your Legacy - With Jeff Foley
    2026/08/22
    You have just 150 days to finish the year stronger than you started it. In the final episode of this series, you’ll be challenged to tackle one of the most important—and most commonly postponed—financial goals: protecting the people you love. Paladin Financial Talk Host Nikki Foley is joined by Paladin Financial Owner and Featured Advisor Jeff Foley, CFP, CTS, to discuss the essential legacy, estate, insurance, and beneficiary decisions that some families put off until it's too late. Listen to find out the one meaningful action Jeff recommends completing before December 31. In this four-part series, the advisors at Paladin Financial share practical strategies to help you finish the year stronger than you started. Each episode focuses on one area where small, intentional actions today can create meaningful financial results tomorrow.
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  • Episode 339: 150 Days to Make Smart Tax Moves - With Matt Bryant

    Episode 339: 150 Days to Make Smart Tax Moves - With Matt Bryant
    2026/08/15
    Many of the best tax and retirement planning opportunities disappear once the calendar changes. In this episode of Paladin Financial Talks, Host Nikki Foley and Featured Advisor Matt Bryant share why waiting until December can limit your options and what actions should be considered before year-end. In this four-part series, the advisors at Paladin Financial share practical strategies to help you finish the year stronger than you started. Each episode focuses on one area where small, intentional actions today can create meaningful financial results tomorrow.
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    1分未満
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